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FolioFact
FolioFact
Q2 2026 58/68 funds filed
Latest observation
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Some record dates are in the future and are excluded from the latest observation date.

Portfolio timeline

Punch Card Management — Portfolio History

Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.

Quarters
3
Avg positions
5
Latest top 5 weight
100%
Avg top 5 weight
100%
Avg changed names
1.5
Held in ≥75% of stored quarters
5

Quarter Activity

Reported increases, decreases, exits, and new positions vs. the prior filing.

Quarter New Adds Trims Exits Top 5
Q2 2026 0 0 2 0 100%
Q1 2026 0 0 1 0 100%
Q4 2025 No prior baseline 100%

Most Frequently Reported Positions

Positions appearing across the most stored reporting quarters.

Position Quarters Latest weight Latest value
BRK.A Berkshire Hathaway Inc. Class A 3 42.4% $108.6M
CROX Crocs Inc. 3 27.2% $69.6M
PDD PDD Holdings Inc. 3 12.4% $31.7M
PYPL Paypal Holdings Inc. 3 10.6% $27.2M
SGOV Ishares TR 3 7.4% $18.9M

Tip: hover any ticker below to see its weight in that quarter's portfolio.

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